See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,099 | $81,460+89.2% | $103,333+49.1% | $80,856+90.6% |
| Participation rate | 87.5% | 66.8%+20.7pp | 74.5%+13.0pp | 67.6%+19.9pp |
| Annual return | 22.72% | 25.55%-2.8pp | 24.88%-2.2pp | 35.59%-12.9pp |
| Employer contribution / active EE | $4,893 | $3,105+57.6% | $3,868+26.5% | $2,755+77.6% |
| Participant deferral / active EE | $9,004 | $3,869+132.7% | $5,057+78.0% | $4,296+109.6% |
| Admin fee / account holder | $5,289 | $6,566-19.5% | $8,355-36.7% | $6,918-23.6% |